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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,462 | $152,612-84.0% | $125,192-80.5% | $152,897-84.0% |
| Participation rate | 59.1% | 83.3%-24.2pp | 79.8%-20.7pp | 82.5%-23.4pp |
| Annual return | 17.78% | 54.85%-37.1pp | 43.79%-26.0pp | 345.43%-327.6pp |
| Employer contribution / active EE | $1,320 | $4,947-73.3% | $3,866-65.8% | $4,764-72.3% |
| Participant deferral / active EE | $3,400 | $5,868-42.1% | $4,937-31.1% | $5,851-41.9% |
| Admin fee / account holder | $2,348 | $13,437-82.5% | $9,704-75.8% | $11,599-79.8% |